Calendar Bills, Income, and Reminders

JohnGW9
JohnGW9 Quicken Windows Subscription Member ✭✭
edited November 12 in Product Enhancements

I have recurring payments that at times I need to adjust the amount scheduled for a single instance. I would like to see the ability to revise a single instance in the series through the calendar function without editing the entire series.

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  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Can you tell us a little more about this need to adjust a single instance of a series?
    Is it something predictable like "every month is the same amount except every 3 months the amount is different by a few cents"?

    I have a situation where I have 11 payments of the same amount. The 12th payment is off by a few cents.
    That's because an annual charge when divided by 12 does not make for 12 equal payments and the 12th payment adjusts for the difference.
    This payment schedule repeats for every future year.

  • JohnGW9
    JohnGW9 Quicken Windows Subscription Member ✭✭

    I have a standard transfer every week. The first or last week of the month the amount changes depending on cash flows. I have visibility of when this will occur a couple weeks out and would like to revise the transfer through the calendar, where i can see multiple weeks of the scheduled transfer in advance. It's annoying I have to wait until it comes into the window of the 'Bills, Income' and Transfer' on the home page.

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Thanks for responding.
    In that case, yes, I agree, it would be nice if you could change the amount of a future instance, several weeks (instances) ahead of time.

    Have you thought about sending the changed amount with the next weekly instance instead of waiting several weeks?

  • JohnGW9
    JohnGW9 Quicken Windows Subscription Member ✭✭

    Yes. Although I know it's upcoming and when it's going to occur, I think it would be easier to just enter it in the calendar when I can seen everything scheduled.

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